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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,672 | $64,729+139.0% | $112,263+37.8% | $68,490+125.8% |
| Participation rate | 97.4% | 67.2%+30.3pp | 75.1%+22.4pp | 67.9%+29.5pp |
| Annual return | -18.46% | -11.40%-7.1pp | 27.49%-46.0pp | -7.85%-10.6pp |
| Employer contribution / active EE | $3,379 | $2,746+23.0% | $3,636-7.1% | $2,597+30.1% |
| Participant deferral / active EE | $3,150 | $3,566-11.7% | $4,729-33.4% | $4,028-21.8% |
| Admin fee / account holder | $10,462 | $5,222+100.4% | $6,410+63.2% | $5,403+93.6% |